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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1276
Palumbo Wealth Management
New York
$2.82M +$5.34K +101 +0.2%
CGL
1277
Clarius Group LLC
Washington
$2.82M +$11.4K +215 +0.4%
EPIMS
1278
Evelyn Partners Investment Management Services
$2.79M +$194K +3,673 +8%
3IP
1279
3Chopt Investment Partners
Virginia
$2.78M -$5.23K -99 -0.2%
PG
1280
Patten Group
Tennessee
$2.78M -$693K -13,114 -21%
EWM
1281
Evercore Wealth Management
New York
$2.78M -$45.2K -855 -2%
LI
1282
Lafayette Investments
Maryland
$2.77M -$203K -3,832 -7%
SCM
1283
Sterling Capital Management
North Carolina
$2.77M -$792K -14,977 -23%
UWPG
1284
Ullmann Wealth Partners Group
Florida
$2.77M +$36.2K +685 +1%
AP
1285
Americana Partners
Texas
$2.77M -$799K -15,112 -23%
PVM
1286
Palogic Value Management
Texas
$2.76M +$35.3K +667 +1%
BFG
1287
Beacon Financial Group
Texas
$2.76M +$31.1K +589 +1%
PWP
1288
Precedent Wealth Partners
Texas
$2.76M +$70.7K +1,337 +3%
IIC
1289
Integrated Investment Consultants
Michigan
$2.75M +$1.55M +29,252 +141%
CAM
1290
Chou Associates Management
Ontario, Canada
$2.75M – – –
AF
1291
Ally Financial
Michigan
$2.75M +$2.64M +50,000 New
CA
1292
Cumberland Advisors
Florida
$2.74M -$68.7K -1,300 -3%
SYBT
1293
Stock Yards Bank & Trust
Kentucky
$2.73M -$196K -3,709 -7%
LWM
1294
LJI Wealth Management
Indiana
$2.73M +$4.65K +88 +0.2%
MIM
1295
MTM Investment Management
South Carolina
$2.72M -$52.8K -999 -2%
AA
1296
Altman Advisors
Illinois
$2.72M -$24.9K -471 -0.9%
CPIG
1297
Chicago Partners Investment Group
Illinois
$2.72M +$69.8K +1,321 +3%
WSFS
1298
Wilmington Savings Fund Society
Delaware
$2.72M -$206K -3,901 -7%
EM
1299
Excalibur Management
Massachusetts
$2.71M +$60.6K +1,147 +2%
SOS
1300
Silver Oak Securities
Tennessee
$2.71M +$50.5K +956 +2%
50 51
52
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